Chapter 292: Dayang Breaks Through and Increases Positions Passively!
"Finally broke through to the top!"
At 10 o'clock in the morning, Yu Hang, Yuhang Investment Company, in the internal trading room, Li Meng stared at the disk, breathed a sigh of relief, and looked at Su Yu with a smile: "The trend of the market is really exactly the same as the trend you speculated. ”
"I just think about it sometimes...... Why is the gap between people's trading talents so big? ”
"You are like a pair of eyes that see through the future, almost every market change, you are accurate, it is really godly!"
"Even gods can't predict the future of the financial trading market." Su Yu smiled lightly and said, "I am just analyzing the market according to my own understanding and cognition, and making corresponding strategies, as for how the market will go, how to cash in, and the final trend does not match the prediction, it is just a kind of luck and probability." ”
"All we can do is ...... in the event of probability and non-fulfillment"
"Adjust your trading strategy in a timely manner to ensure that the final investment results can meet your expectations and not perform so badly."
"To put it bluntly......"
Su Yu paused and continued: "Whether it is investment or speculation, the essence is still the probability game of profit and risk, and the so-called technology and talent are only based on past data, experience, and a series of factors such as market sentiment, future expectations, etc., and the judgment is just made, without any profundity, so you don't need to be arrogant, feel that the skills are inferior to others, what you lack is just experience." ”
"I'm not presumptuous." Li Meng said, "But the skills are not as good as people, but it's true!" And there's nothing bad to admit to me, didn't you say it too? If I think I'm good at everything, I'm afraid you should be really worried. ”
She really admires Su Yu.
At the same time, the two are now in the same boat, one is prosperous and the other is lost.
Therefore, she is far less interested in her ability in financial transactions than Su Yu, and she doesn't care too much about it, or is unwilling, but feels that Su Yu's charm is getting stronger and stronger, and there is a clear difference from the person she knew before or remembered.
"Hmm!" Su Yu said with a smile, "The lack of self-awareness is originally a kind of progress. ”
In essence, in his opinion......
After almost half a year, Li Meng has made a great improvement in market analysis, as well as fund increase and decrease operations, macro and micro cognition, and trading mentality, and has a certain foundation for trading large funds, of course...... Li Meng, who is in his current state, has already carved out a world in the domestic financial industry before he was reborn, and there is still a gap when he is in charge of a 10 billion fund.
"Oh, yes!" Li Meng smiled and changed the topic, "Today's index has broken through again, and the two core main lines of 'smart phone industry chain' and 'mobile Internet' have once again become hot spots in the market...... Need to add another fire at the right time? ”
Su Yu pondered for a moment, and replied: "No, according to the original strategic plan, follow the market, just maintain a dynamic position balance, just buy and sell within the day, or try to avoid the dragon and tiger list of related stocks, the trading seats of our fund are currently more sensitive in the market, if the majority of investors in the market, after gaining insight into our motivations, follow the t, then the upside of the market will be further suppressed." ”
"Good!" Li Mengying said, "I will ask traders to be careful and try to avoid the dragon and tiger list of related stocks." ”
At present, the company's two main funds in the 'mobile Internet', 'smart phone industry chain' on the two main lines of each of the stocks, have a large number of chips, in a sense, for the fund holdings of these main concept stocks, they have a relative control ability.
As long as there are no surprises.
For example, if there is a certain strong fund, regardless of the cost, it is strong to grab the board.
They want to suppress the rise and amplitude of a certain concept stock that they mainly hold, so that this check does not appear on the dragon and tiger list, and it can still be done.
After speaking, Li Meng immediately gave relevant instructions to the traders, and then turned his gaze back to the trading boards of the two markets.
At this time, the time has slipped to 10:15, the Shanghai Index has risen by more than 1.5%, the Shenzhen Index has risen by nearly 2%, and the small and medium-sized board and ChiNext index have risen by more than 2.5%.
In addition to the 'mobile Internet' and 'smart phone industry chain', the two major markets of investors generally agree with a high degree of consensus and strong expectations in the future, Su Yu's previous proposal to build a position in the field of 'automobiles and white electricity' has also shown a strong state recently, which makes Su Yu and Li Meng feel a little surprised.
"The two major fields of automobiles and white electricity have really been recognized by market funds." Li Meng stared at the changes on the plate, and said with some surprise, "Domestic demand has been boosted, and the main line of 'big consumption' has been faintly revealed after we have stimulated a certain amount of popularity!" ”
Su Yu bowed his head slightly and said, "It's true that there are some surprises, but ...... That's a good thing! ”
"Hmm!" Li Meng nodded and said, "If the line of 'big consumption' can be universally recognized by the main funds in the market and can come out, it will be a huge market support for the Shanghai Index, so ...... complementing each other, it is estimated that it can also make the rebound of the GEM index go further. ”
The majority of investors in the market, although they have been bearish on the Shanghai Index.
However, the Shanghai Index, after all, is the market situation, the most important performance index, affecting the overall market investment sentiment, if the Shanghai Index can not stabilize, can not open a new upside, then the ChiNext Index can not deviate too far from the Shanghai Index.
"That's right." Su Yu responded, "Since this line has an obvious trend of coming out, with the liquidity of these two areas, we can try to increase our positions a little more." ”
"Okay!" Li Meng smiled and said, "That's what I mean, too." ”
After speaking, she began to continue to instruct traders to continue to increase their positions in the field of 'automobiles and white goods' and intensify the market in these two fields.
And with traders buying......
After 10:20, the market's bullish sentiment further intensified.
At 10:25, the Shanghai Composite Index rose by more than 2%, the two major fields of "white electricity and automobiles", the concept plate rose by more than 2.8%, approaching 3%, and the small and medium-sized board and gem index have exceeded 3%, and the two main lines of "mobile Internet" and "smart phone industry chain" broke out in an all-round way, and at the same time drove the concept of "4G communication", "semiconductor", "domestic software" and other concept plates to rise together.
At 10:40, Internet finance once again set off a tide of daily limits, Sunline Technology, Yinjie shares, Great Wisdom, Huake Jincai, Hengsheng Electronics, Flush, Oriental Wealth, Jinzheng shares, Shanghai Ganglian, etc. rose by more than 7%, and the concept index of the entire sector rose by more than 5%.
At 10:52, Fenda Technology made rapid progress and touched the price limit again, and the stock price broke through 68 yuan, only about 15% away from the previous high of 77.86, and the same time ...... Netspeed Technology rose by nearly 6%, the stock price exceeded 120 yuan again, and the market value also returned to the first weight position of the GEM.
At 11:05, the GEM index rose by 3.5%, approaching the 1,300-point mark.
And at this time......
Magic City, inside the Profit Exchange Fund, in the trading room.
Fund manager Liu Guanhai looked at the momentum of the breakthrough index, looked at the market that ushered in the general rise pattern again, and looked at the two main lines of 'mobile Internet' and 'smart phone industry chain'...... Regret it.
"Mr. Liu, the breakthrough of the market today has shown that the market is a substantial reversal." Shao Xiaoyun, the head of the trading team, saw that Liu Guanhai still had a conservative and negative attitude in his trading strategy, and finally couldn't help but anxiously remind, "Do we still have to keep the minimum position running and continue to wait for better opportunities?" ”
Liu Guanhai glared at Shao Xiaoyun and did not speak.
Instead, he turned his head and stared closely at the market on the big screen in the trading room, wondering if the index was a substantial reversal and breakthrough here.
At the same time, I am also considering that if I continue to short the market, after the disclosure of the fund holdings.
How should investors react?
"Damn, this market ...... It's really uncertain. After thinking about it for a long time, he couldn't help but curse in his heart, "When it should rise, it doesn't rise, and when it should fall, it doesn't fall." ”
After scolding in his heart, he saw that several major indices had indeed returned to the 20-day line, regardless of the trend and sentiment, they had been fully reversed, and he couldn't help gritting his teeth, or issued an order to increase his position and chase it, so that traders could buy on the strongest main line concepts in the two cities.
At the same time, Yanjing, Shenzhen, Guangdong, Yuhang and other places.
Many major institutions with large funds that are accustomed to doing opportunities on the right side have also begun to increase their positions in a big way, chasing high-quality chips for popular stocks with a comprehensive reversal and breakthrough.
Finally, when the time reached 11:30, it was time for the midday closing.
The ChiNext index directly rose by 4%, successfully standing at 1,300 points, while the Shanghai Composite Index also broke through to 2.8%, approaching 2,400 points.
And in the comprehensive reversal and breakthrough of the index.
The major main lines of the market have broken out in an all-round way, and related concept plates have set off a tide of price limits.
Of the nearly 2,000 stocks in the two cities, in addition to the suspended stocks, the total number of stocks that fell was less than 100, while the stocks with the daily limit exceeded 100, of course...... Among the more than 100 stocks with a daily limit, the vast majority are constituent stocks of the small and medium-sized board and the gem.
In such a hot market, after the close of the market at noon......
The investor discussion in the entire market exploded directly, and countless people shouted 'bull market'!
"100 shares up and down, today's market, such a strong trend!"
"The stocks held in my hand, all 3 of them are up and down, such a day is really a long time since I have experienced it, one word, 'cool'! It feels like the bull market is really coming. ”
"Don't talk about a bull market, every time you shout a bull market, the market will fall."
"Yes, today's big white line, although it is very beautiful, but it is still the first to rebound, and when the Shanghai Index, the Shenzhen Index, and the ChiNext Index have crossed the previous high, the volume and energy have been further expanded, and it is not too late to shout that the bull market is coming."
"Regardless of whether the market is bullish or not, anyway, the two main lines of 'mobile Internet' and 'smart phone industry chain' are quite bullish, I have to say that Mr. Su in terms of market prediction, the entire financial trading market, is really unparalleled, every prediction, is extremely accurate."
"Indeed, this wave followed Mr. Su and really ate meat."
"Haha...... I also grabbed two up-limit stocks today, who said it before? There must be no mistake in buying the core popular stocks of the two main lines of 'mobile Internet' and 'smartphone industry chain', but the result is that what I bought before and what I lost was suddenly relieved in the past few days, and I finally bought and earned. ”
"The strongest is not the two main lines of 'mobile Internet' and 'smart phone industry chain', but the concept stocks of 'Fortune Road'."
"Yes, yes...... It is suggested that the trading platform can come out with a whole 'Wealth Road Position Concept Section'. ”
"It's really whole, and the group that follows the trend is afraid that it will explode."
"It's useless, is it? Mr. Su's position is not static, and if he really comes up with such a conceptual plate, he will definitely lose money if he stares at it. ”
"If you really follow Mr. Su's wealth, you still have to find traces from the dragon and tiger list, as well as the position data announced by the 'Yuhang Department' fund led by Mr. Su, and only in this way is it reliable, but even so, the lag is also large, but fortunately, Mr. Su now has a large amount of funds, and the stocks he buys and the market he does basically do not have the concept of ultra-short-term, so ...... Even if you lag, you can barely keep up. ”
"Hey, the most reliable thing is to buy the 'Yuhang Department' fund in charge of Mr. Su."
"I don't know when!"
"Indeed, after inquiring around, I didn't hear that Mr. Su had plans to issue a new fund."
"It seems that the current 'Yu Hang' fund shares can also be traded over-the-counter, right?"
"Off the field? Investors are transferred by agreement, and the premium rate is ...... It's simply that in the current over-the-counter trading market, the premium rate of the two funds of the 'Yuhang system' is above 30%. ”
"Cattle, a premium rate of more than 30%!"
"Hehe, even if you give a 30% premium on your current equity, very few people are willing to transfer it."
"In other words, what is the net value of the two funds of 'Yuhang No. 1' and 'Yuhang No. 2' now? There is no update on the private equity product rankings! ”
"Both funds are currently operating in full closing, who knows? We can only wait for Mr. Su to announce it himself next month, but I guess...... The latest net value of the two funds has increased by at least 20% from the last time it was announced, right? After all, in the wave of 'securities and venture capital' market, Mr. Su also intervened on a large scale. ”
"20%, not so, right? I think it's much more than that! ”
"What do you think? The total scale of the two funds in charge of Mr. Su is tens of billions, and the scale of funds at this level, in two or three months, can have a net value growth of 20%, which is already a performance against the sky, think about it, 20% of 10 billion, but 2 billion new profits. ”
"Hey, it's not interesting to guess, let's try to earn 1 million first, otherwise if you want to subscribe and take over the fund managed by Mr. Su, you are not qualified."
"Indeed, I don't know if Mr. Su will turn into a public fund one day?"
"That's right, if Mr. Su is in charge of a public fund, then I will definitely be frugal, and I will invest as much money as I have, and when the time comes, I will ...... Also staring at the ghost's plate. ”
"But if the plate is big, it will be difficult to improve the performance, in the public offering fund with a 10-billion-level plate, let alone a multiple-fold increase, there are only a handful of people who can have a 15% increase in a year, but Mr. Su is not an ordinary person, he should be able to control the 10-billion-level capital plate, right?"
The crowd was heated and excitedly discussed.
The topic of 'Fortune Road' and Su Yu is still the core hot spot in the entire network exchange.
Finally, when the lunch break passed, the market ushered in the opening of trading again at 1 o'clock in the afternoon, and under the fermentation of hot emotions, the Shanghai Composite Index did not take 5 minutes to regain its position at the 2400 point mark without hindrance, while the ChiNext Index soared to a 4.5% increase in one breath.
Of course, the subsequent rise in the index is too eager, and the market volume can be limited to amplification.
After the time entered 1:20, the two cities fell into a slightly lower high-level shock pattern.
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